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Showing 1381 - 1390 of 2510 results for "Legal"

New portal advances SMSF advice

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
... differentiation with our adviser portal," Kitto said. Quill Group intends to extend the capabilities of the portal to incorporate legal and estate planning, with plans to partner with Elston Financial Planning to develop an end-to-end 'packaged' solution ...

Elder financial abuse requires education

KARREN VERGARA  |  TUESDAY, 18 APR 2017
... same effect with estate and succession planning." He also said there needs to be "greater awareness and education" on the legal risks surrounding poorly constructed and executed binding death benefit nominations (BDBNs) to encourage trustees and their ...

ASIC cancels suspended AFSL

EMMA RAPAPORT  |  THURSDAY, 6 APR 2017
... Australian financial services licence of Parramatta-based company Rural & General Insurance Broking for failing to comply with legal obligations and licence conditions. The regulator found the company failed to lodge annual financial statements and auditor's ...

ASIC wins first court action for FoFA breaches

EMMA RAPAPORT  |  WEDNESDAY, 5 APR 2017
... rollover superannuation accounts that committed them to costly, unsuitable, and unnecessary financial arrangements. Oppenheim Legal solicitor Warwick Heeson said the findings highlight the obligations authorised representatives have to put clients' interest ...

Trustee business names philanthropy manager

DARREN SNYDER  |  TUESDAY, 4 APR 2017
... Australians including: estate planning; executor appointments and estate administration; financial attorney; financial and legal administration; and the establishment and management of personal, native title, community and charitable trusts.

Mercer appoints acting CIO

JAMIE WILLIAMSON  |  MONDAY, 3 APR 2017
... his existing role at the Sydney office. Administration operations leader AUS/NZ Glenna O'Callaghan; head of governance, legal and risk consulting Peter Baker; and workforce management leader Judith Williams were all promoted to partner as well. Mercer ...

Investment consultant strengthens Australian team

EMMA RAPAPORT  |  FRIDAY, 31 MAR 2017
... maintaining relationships with UK and global investment consultants. He has also held institutional roles at Schroders and Legal and General Investment Management in London. In May last year, the company embarked on a phase of growth following an investment ...

Insurers lagging on mental health

ALEX BURKE  |  FRIDAY, 31 MAR 2017
... number-one request he hears from past or present sufferers of mental illness is for "life insurance companies to meet their legal obligations." He noted that this issue was publicly explored by the Human Rights Commission back in 1993, and argued that ...

Insurers: beware the double-edged sword of genetic testing

ALEX BURKE  |  THURSDAY, 30 MAR 2017
... insurance policies for fear of a genetic test being foisted upon them during the application process - even if this isn't legal. "That fear is profound. They don't want their life insurance, or their lives, affected by discrimination on the basis of ...

Life code needs work: ASIC

ALEX BURKE  |  THURSDAY, 30 MAR 2017
... thing." Ultimately, Kell said that the goal of the code should be to reduce incidences of consumers requiring (or requesting) legal advice at claim time, arguing that insurers need to adhere to a consumer-friendly standard that precludes policyholders ...